Set up Sage Quickpay

Sage Help Centre

After you install your Sage Quickpay, you're ready to set up your company and start entering your payroll information.

Here we take you through this process step by step to get you up and running. It's easy to do, and you can go at your own pace, entering as much or as little information as you want to get started.

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New to Sage Quickpay?

You can find everything you need to get up and running right here in our Help Centre.

We can take you through the basics, such as installing Sage Quickpay and processing your payroll. We can also help you get the most out of your software in other areas, such as recording illness and maternity benefit payments, processing your year end and much more. Why not take a look?

 

The first thing you need to do in Sage Quickpay is set up your company. It's easy to do and the amount of time it takes depends on how much information you want to enter. You don't have to do everything at once, if you prefer you can enter what you need to get started and pick it up again as and when you want to.

Follow the steps below to get up and running.

You're now ready to start processing your payroll in Sage Micropay. For more help, visit the Processing your payroll area.

Initial administration set up

Open Sage Quickpay and complete the following administrative tasks:

Set up a company payroll

You must set up a payroll for each pay frequency in your company, for example, weekly, fortnightly and monthly. So that you can keep your data secure, you can also create a unique password of each of the companies you create. Read more >>
Create a payroll user profile

Before you access your company payrolls, you must create user profiles for each person who will use Quickpay. To keep your data secure, you can also specify passwords and access rights for them. For example, if you want multiple people to access your weekly payroll, but only one person to process your monthly payroll. Read more >>

Set up your company details - Compulsory steps

Before you proceed any further, you must log into Sage Quickpay as a payroll user and set up the following company information:

Enter your company details

Your company information is included on your returns to Revenue Online Service (ROS). You can enter all the details and settings specific to your company, such as, contact details, tax registration number and much more in:

  • Company/Payroll Setup > Company/Payroll Details > General tab.

Note: ROS may reject your submissions if they find spaces or dashes on your phone and fax numbers, or special characters in your address, for example, ( ) @ # %.
Set up your payments

When you set up a payment in Sage Quickpay, you can choose from a number of different payment types. For example, hourly pay or fixed salary pay. You can also specify whether a payment is subject to universal social charge (USC), pay related social insurance (PRSI), tax and pension calculation. Read more >>
Set up your deductions

Deductions are amounts taken from the employee's pay before they receive it, such as, pension contributions or loan repayments. If required, you can use Sage Quickpay to process salary sacrifice arrangements, such as cycle to work schemes. This is where your employee sacrifices some of their earnings before tax, PRSI and USC is calculated. Read more >>

Set up your company details - Optional steps

If required, you can also set up the following company information:

Set up your company pension scheme

With Sage Quickpay, you can set up and manage the following company pension schemes:
Enable Central Statistics Office (CSO) reporting

If the CSO has selected your company for surveying, you must enable the CSO reporting option.

Note: If the CSO haven't selected you for surveying, you can ignore this section completely.
Enable e-Banking

The e-Banking option is a quick, safe and secure way to make your payments. It creates payment files that can be used by your online banking service to make payments directly in to your employees' bank accounts. Read more >>
If required, set up your pension related deduction (PRD) settings

PRD is a gross deduction for certain public sector organisations.

If you want to process PRD deductions on your payroll, you must enable the PRD option.

Note: If you don't want to process PRD deductions on your payroll, you can ignore this section completely.

Set up your employee records

Once you've set up your company details, you need to create your employee records.

  1. On the menu bar, click Processing then Employee Details.
  2. Click Set Up New Employees, then follow the on-screen prompts.
  3. Repeat steps 2 for each employee you want to set up on this payroll, then click Cancel.

Note: If you've moved to Sage Quickpay from another software provider during the tax year, you need to enter your employees' year to date values. To help you do this, you should follow the mid year set up guide.

Here you can find the questions you're asking us about setting up Sage Quickpay.


Where can I find my Sage account information?


How do I update my employee's tax allowances?


How can I check my software is up to date?


When I open Sage Quickpay, I get the following message 'Your Licence has Expired'.


Where can I find help with processing my payroll?


Can I submit information to Revenue online?